Purchases and Sales Made in Q1 2023 in Vanguard Small Cap Value ETF (VBR)

VBR Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP VALUE ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 09, 2023 Q1 2023
Armor Investment Advisors, LLC

SELL
 -
-41
- 32.03%
$6.16K - $7.29K
87 $17.4K
Aug 13, 2024 Q1 2023
Meridian Financial, LLC

Holliston, MA
SELL
 -
-41
- 0.83%
$6.16K - $7.29K
4.87K $972K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

SELL
 -
-42
- 0.09%
$6.31K - $7.46K
46.1K $9.2M
May 01, 2023 Q1 2023
New Square Capital LLC

SELL
 -
-42
- 67.74%
$6.31K - $7.46K
20 $3.99K
May 04, 2023 Q1 2023
Founders Financial Securities LLC

SELL
 -
-42
- 1.7%
$6.31K - $7.46K
2.43K $485K
May 15, 2023 Q1 2023
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-43
- 2.11%
$6.46K - $7.64K
2K $399K
May 15, 2023 Q1 2023
Van Den Berg Management I, Inc

Austin, TX
SELL
 -
-45
- 6.93%
$6.76K - $8K
604 $121K
May 15, 2023 Q1 2023
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-45
- 2.26%
$6.76K - $8K
1.95K $389K
May 08, 2023 Q1 2023
Stokes Family Office, LLC

SELL
 -
-47
- 0.16%
$7.06K - $8.35K
28.7K $5.72M
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

SELL
 -
-47
- 0.93%
$7.06K - $8.35K
4.99K $995K
May 12, 2023 Q1 2023
Bleakley Financial Group, LLC

Fairfield, NJ
SELL
 -
-49
- 1.29%
$7.36K - $8.71K
3.75K $749K
May 08, 2023 Q1 2023
Pekin Hardy Strauss, Inc.

SELL
 -
-50
- 1.81%
$7.51K - $8.88K
2.72K $542K
Apr 24, 2023 Q1 2023
Accredited Investors Inc.

SELL
 -
-51
- 2.56%
$7.66K - $9.06K
1.94K $388K
May 26, 2023 Q1 2023
Fortis Group Advisors, LLC

Westwood, NJ
SELL
 -
-52
Closed
$7.81K - $9.24K
0 $0
Apr 18, 2023 Q1 2023
Beacon Financial Advisory LLC

SELL
 -
-53
- 0.69%
$7.96K - $9.42K
7.65K $1.53M
Apr 24, 2023 Q1 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
SELL
 -
-53
- 2.62%
$7.96K - $9.42K
1.97K $394K
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

SELL
 -
-54
- 0.23%
$8.11K - $9.6K
23K $4.6M
Apr 17, 2023 Q1 2023
City Holding CO

SELL
 -
-56
- 1.48%
$8.41K - $9.95K
3.72K $743K
Apr 27, 2023 Q1 2023
Roman Butler Fullerton & CO

SELL
 -
-56
- 3.52%
$8.41K - $9.95K
1.54K $307K
May 15, 2023 Q1 2023
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-58
- 1.73%
$8.71K - $10.3K
3.3K $658K
Jan 02, 2024 Q1 2023
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-58
- 1.39%
$8.71K - $10.3K
4.11K $821K
Apr 24, 2023 Q1 2023
Center For Asset Management LLC

SELL
 -
-63
- 0.47%
$9.46K - $11.2K
13.4K $2.68M
May 05, 2023 Q1 2023
Silver Oak Advisory Group, Inc.

Portland, OR
SELL
 -
-63
- 2.03%
$9.46K - $11.2K
3.04K $608K
May 09, 2023 Q1 2023
1 St Source Bank

SELL
 -
-65
- 3.8%
$9.76K - $11.5K
1.65K $328K
May 09, 2023 Q1 2023
Wintrust Investments LLC

Chicago, IL
SELL
 -
-65
- 1.06%
$9.76K - $11.5K
6.06K $1.21M
Jul 20, 2023 Q1 2023
Rockwood Wealth Management, LLC

New Hope, PA
SELL
 -
-71
- 2.17%
$10.7K - $12.6K
3.2K $639K
Apr 27, 2023 Q1 2023
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-72
- 12.83%
$10.8K - $12.8K
489 $97.6K
May 19, 2023 Q1 2023
Vawter Financial, Ltd.

Columbus, OH
SELL
 -
-72
- 0.49%
$10.8K - $12.8K
14.7K $2.93M
Apr 13, 2023 Q1 2023
Bowman & CO S.C.

SELL
 -
-74
- 1.38%
$11.1K - $13.1K
5.31K $1.06M
Apr 18, 2023 Q1 2023
Rtd Financial Advisors, Inc.

SELL
 -
-74
- 0.2%
$11.1K - $13.1K
37K $7.39M
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

SELL
 -
-74
- 0.88%
$11.1K - $13.1K
8.37K $1.67M
May 04, 2023 Q1 2023
Washington Trust Advisors, Inc.

SELL
 -
-74
- 2.23%
$11.1K - $13.1K
3.24K $647K
Apr 14, 2023 Q1 2023
Pinnacle Bancorp, Inc.

SELL
 -
-76
- 4.01%
$11.4K - $13.5K
1.82K $364K
Apr 07, 2023 Q1 2023
Inspirion Wealth Advisors, LLC

SELL
 -
-77
- 0.04%
$11.6K - $13.7K
191K $38.1M
Apr 26, 2023 Q1 2023
Valley National Advisers Inc

SELL
 -
-78
- 19.6%
$11.7K - $13.9K
320 $63.9K
May 15, 2023 Q1 2023
Warren Averett Asset Management, LLC

Birmingham, AL
SELL
 -
-78
- 1.1%
$11.7K - $13.9K
7.04K $1.4M
Apr 25, 2023 Q1 2023
Psi Advisors, LLC

SELL
 -
-81
- 11.08%
$12.2K - $14.4K
650 $130K
Apr 18, 2023 Q1 2023
Newton One Investments LLC

SELL
 -
-82
- 0.83%
$12.3K - $14.6K
9.81K $1.96M
May 10, 2023 Q1 2023
Condor Capital Management

Martinsville, NJ
SELL
 -
-82
- 0.67%
$12.3K - $14.6K
12.2K $2.44M
Apr 17, 2023 Q1 2023
Trilogy Capital Inc.

SELL
 -
-84
- 2.03%
$12.6K - $14.9K
4.06K $810K
May 22, 2023 Q1 2023
Westover Capital Advisors, LLC

Wilmington, DE
SELL
 -
-84
- 3.65%
$12.6K - $14.9K
2.22K $443K
May 01, 2023 Q1 2023
Sheaff Brock Investment Advisors, LLC

SELL
 -
-85
- 3.28%
$12.8K - $15.1K
2.51K $501K
May 11, 2023 Q1 2023
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-85
- 0.6%
$12.8K - $15.1K
14.1K $2.81M
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

SELL
 -
-87
- 0.73%
$13.1K - $15.5K
11.8K $2.35M
Apr 06, 2023 Q1 2023
Btc Capital Management, Inc.

SELL
 -
-89
- 0.85%
$13.4K - $15.8K
10.4K $2.07M
Apr 19, 2023 Q1 2023
Mcdonald Partners LLC

SELL
 -
-90
- 2.18%
$13.5K - $16K
4.04K $806K
May 01, 2023 Q1 2023
Jnba Financial Advisors

SELL
 -
-90
- 24.52%
$13.5K - $16K
277 $55.3K
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

SELL
 -
-91
- 2.75%
$13.7K - $16.2K
3.22K $642K
May 05, 2023 Q1 2023
Jacobi Capital Management LLC

SELL
 -
-91
- 1.43%
$13.7K - $16.2K
6.29K $1.26M

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